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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,838 | $202,345-45.7% | $172,755-36.4% | $152,885-28.2% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 21.37% | 1029.77%-1008.4pp | 802.94%-781.6pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,168 | $5,858-80.1% | $5,144-77.3% | $4,763-75.5% |
| Participant deferral / active EE | $2,679 | $5,948-55.0% | $5,198-48.5% | $5,851-54.2% |
| Admin fee / account holder | $4,836 | $17,111-71.7% | $13,955-65.3% | $11,598-58.3% |